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Summit Financial’s McCormick & Company Non-Voting MKC Stock Holding History

Summit Financial’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Buy
26,337
+20,349
+340% +$1.3M 0.02% 686
2025
Q4 		$411K Sell
5,988
-90
-1% -$5.98K 0.01% 950
2025
Q3 		$407K Buy
6,078
+870
+17% +$60.9K 0.01% 952
2025
Q2 		$395K Sell
5,208
-36
-0.7% -$2.7K 0.01% 618
2025
Q1 		$432K Sell
5,244
-3
-0.1% -$235 0.01% 547
2024
Q4 		$402K Sell
5,247
-1,425
-21% -$112K 0.01% 482
2024
Q3 		$549K Sell
6,672
-526
-7% -$41K 0.02% 359
2024
Q2 		$511K Buy
7,198
+1,007
+16% +$73.3K 0.02% 321
2024
Q1 		$476K Buy
6,191
+1,316
+27% +$89.4K 0.03% 265
2023
Q4 		$336K Sell
4,875
-302
-6% -$19.8K 0.02% 287
2023
Q3 		$392K Buy
5,177
+31
+0.6% +$2.59K 0.03% 268
2023
Q2 		$449K Buy
+5,146
New +$455K 0.03% 240

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Summit Financial's MKC Position: Q1 2026 in Review

Summit Financial increased its McCormick & Company Non-Voting (MKC) stake by 340% in Q1 2026, buying an estimated $1.3M and bringing the position to 26,337 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #686.

Summit Financial first reported a position in MKC in Q2 2023 and has held it in 12 quarters since. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Summit Financial held 26,337 shares of McCormick & Company Non-Voting worth $1.33M as of Q1 2026.
  • Summit Financial bought 20,349 McCormick & Company Non-Voting shares in Q1 2026, an estimated $1.3M.
  • McCormick & Company Non-Voting made up 0.02% of Summit Financial's portfolio in Q1 2026, its #686 holding.
  • Summit Financial first reported a position in McCormick & Company Non-Voting in Q2 2023 and has held it in 12 quarters since.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.